From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   


Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not.

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed as a proactive way to encourage reluctant and under-prepared millennials to save for retirement. But is it a good idea to include ESG funds in your plan’s investment menu to entice investment do-gooders to boost their retirement savings? The short answer is, “it depends.” ESG = Environmental, Social and Governance SRIs = socially responsible investments What are ESG funds? Ethics-driven investment vehicles have existed since the 1970s. Initially, they sought to weed out companies that conflicted with investors’ values, including tobacco, liquor and gamblin

Is it Time to Consider a New Plan Design?

Is it Time to Consider a New Plan Design? You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both defined benefit and defined contribution plans. Technically, a cash balance plan is classified as a defined benefit plan, which means it is subject to minimum funding requirements. Likewise, the investment of cash balance plan assets are managed by the employer or an investment manager appointed by the employer. Since cash balance plans are a “benefit,” increases and decreases in the value of the actual

Q2 Lift Retirement Newsletter

Financial wellness has many components that can affect and benefit your workplace. This quarter, our newsletter highlights three engaging topics with insights on the many ways you can incorporate financial wellness into your workplace with the goal of improving retirement outcomes! Is it Time to Consider a New Plan Design? What are ESG Funds and Should They Be Considered? How to Think About the ROI of a Financial Wellness Program DOWNLOAD NEWSLETTER >>


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